Jeffrey spends his day speaking to financial advisors nationwide and staying on top of all the major trends affecting Financial Advisors and their wealth management businesses.
Jeffrey began his career as a Series 7 licensed financial advisor in 1987 in Scottsdale AZ. In addition to wealth management Jeffrey was a NASDAQ Market Maker and Financial Principle. He joined Willis Consulting in 2013 putting his 26 years of experience to work for large teams and individual advisors looking to go independent, buy and sell practices and/or move to other firms.
Jeffrey enjoys Golf, Hiking, Yoga, staying in great shape and spending time with his 3 grown children.